B. Riley Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
+24,363
| New | +$714K | 0.03% | 412 |
|
|
2024
Q4 | $674K | Buy |
23,236
+1,057
| +5% | +$30.7K | 0.02% | 582 |
|
|
2024
Q3 | $652K | Sell |
22,179
-230
| -1% | -$6.76K | 0.02% | 648 |
|
|
2024
Q2 | $647K | Buy |
+22,409
| New | +$647K | 0.02% | 695 |
|
|
2024
Q1 | – | Sell |
-17,125
| Closed | -$497K | – | 1509 |
|
|
2023
Q4 | $497K | Buy |
+17,125
| New | +$497K | 0.01% | 811 |
|
|
2023
Q2 | – | Sell |
-7,922
| Closed | -$232K | – | 1641 |
|
|
2023
Q1 | $232K | Buy |
+7,922
| New | +$232K | 0.01% | 1218 |
|
|
2021
Q2 | – | Sell |
-7,946
| Closed | -$244K | – | 1455 |
|
|
2021
Q1 | $244K | Sell |
7,946
-3,430
| -30% | -$105K | 0.01% | 1102 |
|
|
2020
Q4 | $350K | Sell |
11,376
-9,705
| -46% | -$299K | 0.02% | 673 |
|
|
2020
Q3 | $648K | Buy |
21,081
+9,835
| +87% | +$302K | 0.03% | 442 |
|
|
2020
Q2 | $346K | Sell |
11,246
-1,734
| -13% | -$53.3K | 0.02% | 584 |
|
|
2020
Q1 | $399K | Sell |
12,980
-1,276
| -9% | -$39.2K | 0.03% | 456 |
|
|
2019
Q4 | $428K | Buy |
14,256
+374
| +3% | +$11.2K | 0.04% | 486 |
|
|
2019
Q3 | $417K | Buy |
+13,882
| New | +$417K | 0.04% | 463 |
|